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Kestra Private Wealth Services’s Vanguard Extended Market ETF VXF Stock Holding History

Kestra Private Wealth Services’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.33M Sell
11,315
-903
-7% -$193K 0.03% 503
2025
Q4 		$2.56M Sell
12,218
-454
-4% -$95.3K 0.03% 468
2025
Q3 		$2.65M Buy
12,672
+1,002
+9% +$203K 0.03% 451
2025
Q2 		$2.25M Sell
11,670
-388
-3% -$68.9K 0.03% 464
2025
Q1 		$2.08M Sell
12,058
-274
-2% -$51.9K 0.03% 446
2024
Q4 		$2.34M Buy
12,332
+2,579
+26% +$497K 0.04% 395
2024
Q3 		$1.77M Sell
9,753
-2,598
-21% -$454K 0.03% 456
2024
Q2 		$2.08M Sell
12,351
-115
-0.9% -$19.4K 0.04% 387
2024
Q1 		$2.18M Sell
12,466
-153
-1% -$25.4K 0.05% 354
2023
Q4 		$2.07M Buy
12,619
+250
+2% +$36.7K 0.05% 337
2023
Q3 		$1.77M Buy
12,369
+2,042
+20% +$306K 0.06% 326
2023
Q2 		$1.54M Sell
10,327
-554
-5% -$77.7K 0.05% 349
2023
Q1 		$1.53M Buy
10,881
+3,566
+49% +$506K 0.06% 322
2022
Q4 		$972K Sell
7,315
-8,313
-53% -$1.13M 0.05% 371
2022
Q3 		$1.99M Sell
15,628
-5,389
-26% -$760K 0.12% 204
2022
Q2 		$2.75M Sell
21,017
-32,455
-61% -$4.72M 0.16% 153
2022
Q1 		$8.86M Buy
53,472
+4,869
+10% +$801K 0.44% 46
2021
Q4 		$8.89M Sell
48,603
-1,040
-2% -$196K 0.43% 46
2021
Q3 		$9.05M Buy
49,643
+4,642
+10% +$866K 0.51% 32
2021
Q2 		$8.49M Buy
45,001
+14,586
+48% +$2.67M 0.52% 31
2021
Q1 		$5.38M Buy
30,415
+16,056
+112% +$2.85M 0.37% 58
2020
Q4 		$2.37M Buy
14,359
+443
+3% +$65.7K 0.17% 139
2020
Q3 		$1.78M Buy
+13,916
New +$1.77M 0.15% 151

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Private Wealth Services's VXF Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Extended Market ETF (VXF) stake by 7.4% in Q1 2026, selling an estimated $193K and leaving 11,315 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #503.

Kestra Private Wealth Services first reported a position in VXF in Q3 2020 and has held it in 23 quarters since. The position peaked at $9.05M in Q3 2021. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Kestra Private Wealth Services held 11,315 shares of Vanguard Extended Market ETF worth $2.33M as of Q1 2026.
  • Kestra Private Wealth Services sold 903 Vanguard Extended Market ETF shares in Q1 2026, an estimated $193K.
  • Vanguard Extended Market ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #503 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Extended Market ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Vanguard Extended Market ETF position peaked at $9.05M in Q3 2021.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.